Hello from 22 One Advisors!
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Welcome to our Fall Newsletter! We are excited to share some updates from our team with you, from personal milestones to team celebrations and professional achievements. This newsletter contains personal updates, philanthropy projects, and invites to our upcoming market outlook webinar. We hope you enjoy catching up with us - and as always, we’re grateful to be part of your journey.
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At 22 One Advisors, we believe that a good name is to be desired above riches. Therefore, our advisors and COO spent a couple of days together at Rough Creek Lodge to go deeper than just the numbers. They talked about family, faith, health, and relationships. The opportunity to get away from the business and learn about and from each other was a wonderful time!
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As continued students of our industry, 22 One Advisors sent one of our founders, Loren Hsiao, our COO, Andrew Manwaring, and a financial planning associate, Weston Russell, to the LiveWell Capital Summit to gain more insight into the latest industry trends, learn about operational efficiencies, and further strategic connections with top industry leaders.
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In August, we had the pleasure of throwing an early birthday surprise for one of our Founders, Kevin White, as he celebrated his 70th birthday. Surrounded by family, friends, former employees, and colleagues, it was impossible not to feel the impact of such an incredible individual. Celebrating Kevin is effortless because of his generosity and leadership, and we enjoyed listening to all of the wonderful stories of all those he’s impacted.
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Iron sharpens iron. Kyle Wick and Sterling White recently attended the Park Avenue Capital Advisor Summit, where they learned from some of the best in the business. In a world that has become increasingly complex and where the latest financial fads seem to change with the wind, industry legend Nick Murray told the room of financial advisors, “Your job is not to have all the answers. Your job is to get clients to ask better questions.” This allows us to cut through the noise to help clients reach their goals and dreams.
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Blanket statements can oversimplify complex financial decisions and often miss the mark. Matt Lane shares why it’s important to look deeper and approach your financial future with perspective and clarity. Click on the video below to find out more!
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